SASE Bucks Economic Uncertainty

0

A report from Dell’Oro Group has revealled the strong enterprise appetite for network and security transformation drove robust growth in SASE-related SD-WAN networking and security service edge (SSE) security technologies.

“Even in an environment of macro-economic angst, enterprises continued to strategically invest in SASE technologies to secure and improve connectivity for cloud-based apps and hybrid work,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group. “Both SASE’s components, SSE and SD-WAN, saw more than 30 percent growth, showing enterprises value SASE’s network and security transformation benefits.”

Highlights from the 2Q 2022 SASE & SD-WAN Quarterly Report were:

  • The SASE market has over 35 vendors, with the top 11 representing 80 percent of the market by revenue.
  • The top 4 overall SASE vendors, Broadcom/Symantec, Cisco, Palo Alto Networks, and Zscaler (in alphabetical order), represented 50 percent of the market by revenue.
  • The top 3 SASE security (also known as SSE) vendors,  Broadcom/Symantec, Cisco, and Zscaler  (in alphabetical order), represented 60 percent of the market by revenue.
  • The top 3 SASE networking (also known as SD-WAN) vendors, Fortinet, Cisco, and VMware (in alphabetical order) represented 50 percent of the market by revenue.
  • SSE use cases with the most vigorous growth were zero trust network access (ZTNA) and firewall-as-a-service.
  • SD-WAN hardware demand continued to outstrip supply.
  • Unified SASE grew twice as fast as disaggregated SASE.

Dell’Oro Group analyzed the SASE market from two perspectives, technology (SD-WAN networking and SSE security) and implementation (unified and disaggregated).

Share.